Loan Preparation Specialist I/II/III

Trustmark National Bank; Pearl (MS); Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Trustmark National Bank is seeking a detail-oriented Loan Preparation Specialist I/II/III to assemble accurate loan, security, and compliance documents for commercial or consumer loans. The role requires analyzing applications, resolving missing information, and delivering complete packages to lenders for closing via email or DocuSign.

Strong organizational and communication skills are essential. Responsibilities include reviewing source documents, obtaining missing data, using Laser Pro and

Formación

• Junior college or two years of college training or equivalent job-related experience.
• At least 1 year experience in commercial or consumer collateral, security, and lien perfection requirements for one or more of the bank's market areas
• At least 1 year experience in loan compliance regulations
• Time management principles to prioritize workload
• Strong communication/interpersonal skills
• Organizational skills
• Detail oriented
• Computer skills: Word/Excel and Email/Internet
• Customer service
• Effective analytical skills
• Ability to use sound judgment

Responsabilidades

• Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender
• Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign
• Perform additional duties as assigned.

Conocimientos

Customer service

Attention to detail

Time management

Communication skills

Computer skills

Educación

Two-year college training

Herramientas

Laser Pro

Word/Excel

Email/Internet

Descripción del empleo

Loan Preparation Specialist I/II/III

Location: US-MS-Pearl

Job ID: 2026-20026

Category: Loan Operations

Type: Regular Full-Time

Job Grade: 5

FLSA Status: Non-Exempt

Working Hours: 7:45 - 4:45 | Monday - Friday

Job Location: Company - Central Document Preparations - 10125

Overview

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for the less complex commercial OR consumer loans in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

Responsibilities

• Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender
• Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign
• Perform additional duties as assigned.

Qualifications

• Junior college/two one years college training or equivalent job-related experience.
• At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank's market areas
• At least 1 year experience in loan compliance regulations
• Time management principles to prioritize workload
• Strong communication/interpersonal skills
• Organizational skills
• Detail oriented
• Computer skills
  • Word/Excel
  • E-Mail and Internet
• Customer service
• Effective analytical skills
• Ability to use sound judgment

Physical Requirements/Working Conditions

Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.